TFBGX Mutual Fund
TFBGX Mutual Fund
American Funds Global Balanced Fund 529 Series T
TER0.85%
Holdings1,126
See how much of TFBGX you already own
TFBGX Mutual Fund Overlap Analysis
TFBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, TFBGX may share significant positions with broad-market funds.
TFBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFBGX tax-loss harvesting finds highly correlated but non-identical funds.